Description
The Capital Markets team raises capital from institutional investors to support all tax credit verticals of the firm including federal and state new markets affordable housing clean energy rural jobs and other small business-focused state programs.
As a Senior Associate or VP on the Capital Markets team you will support investor relations and fundraising activities for our Clean Energy platform. Youll leverage your background in tax credit structuring investment banking financial analysis or transaction execution to attract and manage investor relationships while contributing to the continued growth of our clean energy initiatives.
This position is based in New Orleans with remote or hybrid flexibility available after two years.
Key Responsibilities
Develop and maintain institutional investor relationships including preparing materials for and participating in meetings and outreach.
Serve as a primary point of contact for investors ensuring timely communication and proactive management of requests and inquiries.
Lead investor coordination throughout the full transaction lifecyclefrom initial diligence to execution and ongoing reporting.
Collaborate with internal teams and external legal counsel to structure negotiate and execute transactions involving complex tax credit and clean energy investments.
Partner with asset management to support investor reporting and ensure timely accurate delivery of all communications.
Review and refine investor materials prior to distribution including transaction proposals reporting updates and summaries.
Maintain CRM records to track investor interactions pipeline opportunities and transaction progress.
Provide market insights on clean energy trends tax policy developments pricing dynamics and investor appetite.
Qualifications
Bachelors degree in finance accounting business economics or related field.
Minimum 5 years of relevant experience in affordable housing or clean energy syndication or investment banking experience in project finance structured finance or capital markets.
Understanding of financial modeling transaction execution and investor partnership dynamics.
Proven ability to analyze complex financial and legal materials and close transactions efficiently.
Strong analytical organizational and communication skills with meticulous attention to detail.
Proficiency in Microsoft Office (Excel PowerPoint Word); advanced modeling experience preferred.
Outgoing relationship-driven mindset and the ability to engage credibly with senior investors and internal stakeholders.
About Advantage Capital
Founded in 1992 Advantage Capital is a national impact investment firm providing innovative financing solutions that drive community impact as well as financial returns. The firm has invested billions in underserved businesses affordable housing clean energy and more creating thousands of permanent quality jobs that pay above average annual American income or 1.7 times the Living Wage in their communities overwhelmingly in neighborhoods experiencing high poverty rates and low family incomes.
Advantage Capital creates strong partnerships with its portfolio companies offering not just funding but also strategic support and guidance. The firm also draws on its 30-year history to offer advisory services to other program participants seeking economic and community development outcomes.
Perks at Advantage Capital
Competitive medical dental and vision insurance
401(k) with company match Employee stock program
Training & development opportunities
Paid personal & vacation time
Paid parental leave
Firm-wide retreats
Service awards
Company swag
Holiday parties
Gym membership
Employee assistance program
Community service opportunities
Life insurance disability and long-term care
HRA and HSA with annual company deposit
#LI-REMOTE
#LI-ONSITE
Required Experience:
Exec
Advantage Capital brings capital and quality jobs to underserved areas, while producing competitive returns for our investors. Growing small businesses. Financing affordable housing. Expanding renewable energy solutions.